Tableau (Beginner to Advanced) participants across Mumbai, Kolkata, Bangalore, New Delhi, Gurgaon, Chennai, Hyderabad, Pune, Nasik, Ahmedabad, etc.

Tableau is a data visualization and business intelligence platform that allows users to explore, analyze, and communicate data insights through interactive charts, graphs, and maps.

Overall, Tableau is a powerful and user-friendly data visualization and business intelligence platform that is widely used by professionals who need to work with data.

With the aim of equipping with this Ninja-level power. We have developed a 1-day workshop, which has been conducted at prestigious companies, including PwC, EY, ITC, Coca-Cola, Flipkart, Asian Paints, etc.

Tableau (Beginner to Advanced) | Course Outline

Program Name: Tableau – Beginner to Advanced
Software: Tableau 2022.X
Level: Beginner to Advanced
Duration: 16-20 hrs.

Learning Material: Datasets-based case studies, PDF and YouTube videos from our channel for revision

Delivery Style:

  • Hands-on practice (Demo -> Practice side-by-side).
  • First, show a demo with the problem statement and solution.
  • Then, slow down the pace to let people practice along with the Instructor.

Who is this program for?

  1. The course is for first time users of Tableau. They use Excel extensively. Hence, analogies to Excel helpful
    – Above average working knowledge of Excel’s Pivot Table & Charts
  2. There should be heavy focus on Practice. This will make them comfortable in their day to day use.
  3. The learners are not Developer. Topics such as Integration with Server, Tableau Products are not very relevant. Additionally, the use of advanced topics such as Hi-level expressions (LoD) should be limited.
  4. Overview of Data Organisation (Structure, Preparation, Joins)


  1. Phase 1 – focuses on the navigating through the Interface, fundamentals of creating Visualisation, and key concepts needed to use the data correctly.
  2. Phase 2 – focuses on the deeper customization settings, detailed settings, advanced concepts such as Level of Details (LOD), Advanced Charts.

Note: Advanced Statistical Analysis is not included.

A: Introduction - Working with Tableau

Exploring the GUI & Understanding the useful terms

  1. Side Bar = Data pane & Analytics pane
  2. Dashboard pane
  3. Navigating Tableau
  4. Cards and Shelves,
  5. Sheets (worksheets, dashboards, or stories)
  6. Pages, Filters & Marks
  7. Marks – Color, Size, Label, Detail, Tooltip, Path
  8. “Show Me” feature
  9. Fields – Dimensions & Measures
  10. Green Pills vs Blue Pills (~Fields)
  11. Spatial Data (Lat. & Long.)
  12. Making a Basic Dashboard
  13. Creating Bins and Distributions for Age

B: Practice Case Study - Basics of Tableau Visualisation

  1. An MNC has four divisions – Bikes, Clothing, Accessories, Components. Each of these four divisions have multiple categories of products. The company sells its products globally, and has 600+ customers (retail stores). Each customer is categorised as Gold, Silver or Platinum.
  2. Connect Tableau to various Datasets: Excel, Txt and CSV files
  3. Creating a Customer Segmentation Dashboard
  4. Clustering In Tableau

C: Essential Concepts

  1. Flat files vs. Cross-Tab files
  2. Measures & Dimensions
  3. Continuous & Discrete data
  4. Values axis & Category axis
  5. Granularity

D: Data Blending

  1. What is Data Blending?
  2. Data Blending on Multiple columns
  3. Create Calculated Fields in a Blend
  4. Understanding Types of Joins (LEFT, RIGHT, INNER, and OUTER)
  5. Difference between Relationships vs Joins
  6. Knowing difference between Joining Data vs. Blending Data
  7. Working with Relationships

E: Data Visualization Building Blocks - Deep Dive

Worksheets & Dashboards


  1. Creating Filters
  2. Customizing Filters
  3. Filter Actions
  4. Filter Selected Sheets
  5. Filtering Large Dimensions

Filter Types:

  1. Local Filters
  2. Global Filters
  3. Data Source level Filters
  4. Context Filters


  1. Sorting Single Dimension Graphs
  2. Sorting Multi Dimension Graphs
  3. Sorting by Different Measures

Row Shelf & Column Shelf

Marks cards:

  1. Color
  2. Size
  3. Label
  4. Detail
  5. Tooltip
  6. Path

Organising your data:

  1. Using Groups (Static Groups vs. Dynamic Groups)
  2. Creating and Using Hierarchies
  3. Creating a Combined Field
  4. Using Sets

Overview of Calculated Columns

F: Visualizations - Charts (Basic to Intermediate)

Line Charts:

  1. Lines (continuous) charts
  2. Lines (discrete) charts
  3. Dual lines

Bar Charts:

  1. Horizontal bar charts
  2. Stacked bar charts
  3. Side-by-Side bar charts

Text tables

Heat maps

Highlight tables

Symbol maps

Filled Maps

  1. Common Geographical Data Errors

Pie Charts


Circle views

Side-by-Side Circle views

Area Charts:

  1. Area Charts (Continuous)
  2. Area Charts (Discrete)

Combination charts

Scatter Plots


Gantt charts

Bullet Charts

Packed bubble charts

G: Visualizations - Charts (Advanced)

  1. Box plot
  2. Waterfall Charts
  3. Funnel Charts
  4. Pareto Charts

H: Tableau Dashboards, Values, Actions

  1. Building Dashboards
  2. Forecasting
  3. Reference Bands
  4. Reference Lines
  5. Sheet Sorter
  6. Show Missing Values
  7. Trend Lines
  8. Handling Null Values
  9. Legend Highlighting
  10. Highlight Actions
  11. Visually Grouping Data
  12. Table Calculations
    – Grand Totals, Sub-totals and Changing Aggregation
    – Measure Name & Measure Values
  13. Highlight table with Multiple Measures
  14. Hiding Columns
  15. Computing Totals
  16. Formatting
  17. Annotating
  18. Layout Containers
  19. Tiling & floating dashboards
  20. Actions:
    – Filter
    – Highlight

I: Slicing Your Data by Date

  1. Working with Dates
  2. Using Discrete Date Parts
  3. Create Data Hierarchies
  4. Creating Date Filters
  5. Defining a Fiscal Year
  6. Creating Custom Dates

J: Connection Types

  1. Extract vs. LIVE Connections
  2. Creating Extract
  3. Using and Refreshing Extracts
  4. Incremental Refresh
  5. Why Extracts & Incremental Extracts

K: Saving and Publishing

  1. Packaged Workbooks
  2. Tableau file types:
    – TWB (Tableau workbook) vs. TWBX (Packaged Workbooks)
    – TDE (Extract)
    – TDS vs. TDSX
    – TBM (Bookmarks)

L: Calculations and Statistics

  1. Edit in Shelf
  2. Introduction to Calculations
  3. Overview – Statistical Calculations
  4. Calculation Types
  5. Creating Calculated Fields
  6. Using Logic Statements
  7. Type Conversions and Date Calculations
  8. Using Quick Table Calculations
  9. Calculations and Aggregations
  10. Conditional Formatting

M: Practice Case Studies

  1. Cash Flow Analysis (Debits and Credits) of a Banking Company
  2. Expense Analysis of a Banking Company

N: Level of Details Expressions (LOD)

  1. Usage of curly braces
  2. Use of LoD functions – Fixed, Include & Exclude
  3. Case Studies

O: Designing and Building Dashboards

  1. Dashboard Designing
  2. Navigation Buttons
  3. Finalizing KPIs
  4. Dashboard Formatting
  5. Bringing Images and web pages in Tableau
  6. Best Practices in Dashboard Designing
  7. Sizing
  8. Exporting results from Tableau into Powerpoint and Word

P: New Features & Overview of next level topics

  1. Using Parameters for Dynamic Values. E.g. TopN
  2. What if Analysis using parameters
  3. Connecting data from PDF files
  4. Control Charts
  5. Motion Charts
  6. Publishing to Server


Tableau is a powerful and user-friendly data visualization and business intelligence platform that is widely used by professionals who need to work with data.

Corporate Tableau training is typically attended by a variety of professionals, including data analysts, business analysts, data scientists, and other professionals who work with data.

There are several benefits to corporate Tableau training. Such as: Improved data visualization skills, Enhanced ability to make data-driven decisions, Increased efficiency & Improved data literacy.

It’s important to create a supportive environment that encourages your employees to continue learning and practicing their Tableau skills after the training has ended. This can help them retain the skills they learned and continue to improve their ability to effectively explore, analyze, and communicate data insights using the Tableau platform.

There are no specific prerequisites to learn Tableau, but having some basic knowledge and skills in such areas can be helpful: Data analysis, Excel skills, Data literacy & Presentation skills.


Pre-Training Prep Course Testimonials

Kapila Basnayake
Causeway Paints
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It is highly appreciating the way he teaches us. We are a much more comfortable zone to understand since we are in the beginning.
Prasoon Mehra
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The video and modules illustrated were good with the proper shortcuts mentioned. a great training prep.
Sanyam Kalra
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This Excel Speed Training was really helpful and informative. Shortcuts were really good to know. Flash Fill. Vlookup and Pivot Table as well. Helped me get to the next level. A big thanks to PwC and Yoda Learning Team for introducing me to this course.
Harsh Bhati
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It's short, and concise yet pretty informative, your way of describing things and the edits mentioning the shortcuts on the screen helped me with the learning.
Vishal Sharma
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The way these sessions are planned is way more helpful than physical training in the classroom. These are very much helpful.
Chandni Lakdawala
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Now I can easily and efficiently use excel. Also really good and quick coverage Of the topics.
Mohit Kumar
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Pre-Training preparation is very crisp and really useful to refresh the formulas for advanced training.
Ankit Singh
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All the concepts were explained very clearly and were easy to understand. The information conveyed was relevant and is really going to be handy.
Kavya Gupta
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All the topics were relevant and can be used in day-to-day projects. Very insightful and informative topics were covered.


Post-Training Testimonials

Kaustubh Raul
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It was a superb and 2 ways session. The trainer made it so comfortable and easy for everyone though for almost everyone this is was the very first time to be working on Power BI.
Anushree krishania
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It was excellent!! Very very worthwhile to attend it. Thank you so much, and I hope to have more sessions.
Pushkar Thakur
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Just excellent. Such detailed explanation and patience, Sir, has no word other than 'excellent.' When training can be tedious, Sir has made the session interactive and not just for the namesake; because it's so exciting and accurate to its name Sir has done justice to the 'advanced excel training.' Kudos!!
Chetan Nagaraju
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The presenter was able to explain all aspects clearly. He was patient and was able to answer all Qs.
Chirag Jain
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The session was great, and the way the trainer told things was convenient and easy to understand.
Diganta Kakati
T&A Consulting
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So far, I have enjoyed the session. It was very informative and exciting. I like the pace that the trainer conducts the session. Looking forward to learning more new and exciting stuff.